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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,784 | $174,379-47.4% | $152,093-39.7% | $138,895-33.9% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 24.04% | 74.86%-50.8pp | 66.36%-42.3pp | 145.39%-121.4pp |
| Employer contribution / active EE | $1,740 | $4,652-62.6% | $4,175-58.3% | $4,194-58.5% |
| Participant deferral / active EE | $6,567 | $6,159+6.6% | $5,451+20.5% | $6,396+2.7% |
| Admin fee / account holder | $332 | $16,880-98.0% | $14,497-97.7% | $12,562-97.4% |